BodmerLyhs&Partner Ltd.

Overview

BodmerLyhs & Partners Ltd. presents itself as a Swiss wealth management firm serving clients in Switzerland and abroad. The firm reports a global network of more than 100 clients and develops tailored investment strategies for international markets.¹

History

The firm says it has operated as a trusted client partner for more than 10 years.¹

Leadership

The team includes Marco Bodmer, Chief Executive Officer; Oliver Lyhs, Head Relationship Management; Anton Schaad, Head Portfolio Management; Anton Slastnykh, Head Risk & Compliance; Mohammad Hussain and Philipp Dubin, Relationship Managers; and Lawrence Yin, Assistant Relationship Management.¹

Services

Wealth management services include account-opening support, multi-custody solutions, international payments, lending, card services, mortgage and real estate planning, and individual tax services.²

Investment management offerings include portfolio management mandates, tailor-made mandates, execution-only mandates, real estate development, and venture capital.²

Corporate services cover incorporation advice, account-opening support, multi-custody solutions, international transactions, cash management, and card services. The firm also provides legal services through longstanding national and international partners.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Private and alternative investments
• Cross-border planning

Client Focus

The firm says it works with high-net-worth individuals, wealthy families, and family foundations in Switzerland and other countries.¹

Approach

BodmerLyhs describes its approach as strategic and holistic, with a focus on preserving, growing, and managing wealth across generations.³

Regulatory Status

FINMA’s list of portfolio managers and trustees licensed and monitored by a supervisory organisation names BodmerLyhs & Partner AG in Zurich as a portfolio manager supervised by OSFINcontrol AG.⁴

FAQs

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Sources

1. BodmerLyhs & Partners, About Us
2. BodmerLyhs & Partners, Services
3. BodmerLyhs & Partners
4. FINMA, Portfolio Managers and Trustees Licensed and Monitored by a Supervisory Organisation

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.